亚太股市周一反弹：韩国股市涨2.6%，市场等苹果财报，油价跌逾3%
据路透社报道，亚太股市周一（11月2日）反弹，投资者寄望苹果公司（Apple）当天晚些时候发布的财报能为超级智能（SI）巨额支出的担忧带来缓解；与此同时，伊朗与卡塔尔调解方继续谈判，国际油价回落。
盘面方面，日本日经指数收涨0.3%；韩国股市涨2.6%，该市场10月累计下跌16%。MSCI亚太地区（除日本）指数涨0.5%；中国蓝筹股涨1.3%，此前有媒体报道称监管部门将与金融机构会商支持资本市场的措施。欧洲股市期货同样走高，EUROSTOXX 50期货涨0.3%。
美股期货同步上扬，标普500指数期货涨0.5%，纳斯达克指数期货涨0.9%。以科技股为主的纳斯达克指数10月累计下跌近7%，为2025年4月关税动荡以来最差单月表现。苹果股价已连续四个月上涨，并已取代英伟达（Nvidia）成为全球市值最大的上市公司；分析师预计苹果季度每股盈利2美元、营收1130亿美元，高于上年同期的每股1.85美元，市场还将关注iPhone 18的早期销售指引。
油价方面，布伦特原油期货跌3.3%，报每桶109.70美元，此前该合约10月累计上涨13.6%；美国原油期货跌3.4%，报每桶100.58美元。伊朗官员与卡塔尔调解方已连续第三天举行谈判，寻求达成结束美以对伊战争的协议，但海湾地区油轮仍在遇袭。
利率与数据方面，期货价格显示美联储12月加息25个基点的概率约为72%，市场计入的本轮累计紧缩幅度已降至55个基点，一个月前还在70个基点以上；美国10年期国债收益率持稳于4.931%，2年期为4.612%。本周澳大利亚储备银行、英格兰银行与瑞典央行均被市场预期加息，挪威央行预计按兵不动；美国10月ISM制造业数据周一公布，10月就业报告定于周五发布，市场中值预期为新增6.5万个岗位、失业率维持4.2%。高盛（Goldman Sachs）预计，大型云服务商的资本支出今年将近翻倍至8000亿美元，2027年进一步升至1.2万亿美元。
关联：金价周一反弹：现货金涨0.7%至每盎司3900.90美元
Asia Shares Bounce as Apple Earnings Loom, Oil Falls More Than 3%
Share markets bounced in Asia on Monday (November 2) as investors hoped Apple earnings later in the session would provide relief from worries over super intelligence (SI) cash burn, while oil prices slid as talks continued between Iranian and Qatari mediators, according to Reuters.
Japan's Nikkei firmed 0.3%, while South Korea added 2.6%, having shed 16% last month. MSCI's broadest index of Asia-Pacific shares outside Japan rose 0.5%, and China's blue chips gained 1.3% after media reports said regulators would meet financial institutions to discuss measures to support capital markets. EUROSTOXX 50 futures rose 0.3%.
S&P 500 futures edged up 0.5% and Nasdaq futures rallied 0.9%. The tech-heavy Nasdaq lost almost 7% in October, its worst month since the tariff rout of April 2025. Apple shares have climbed for four straight months, unseating Nvidia as the world's most valuable listed company; analysts look for quarterly earnings per share of $2 on revenue of $113 billion, up from $1.85 a year earlier, along with guidance on early iPhone 18 sales.
Brent futures fell 3.3% to $109.70 a barrel, following a 13.6% jump in October, while U.S. crude futures lost 3.4% to $100.58 a barrel. Iranian officials and Qatari mediators held a third straight day of talks aimed at a deal to end the U.S.-Israeli war on Iran, though tankers were still being attacked in the Gulf.
Futures imply a 72% chance of a quarter-point Federal Reserve rate rise in December, with only 55 basis points of total tightening now priced in, compared with more than 70 a month ago; the 10-year Treasury yield held at 4.931% and the two-year at 4.612%. Markets wager the Reserve Bank of Australia, the Bank of England and the Riksbank will hike this week, while the Norges Bank is seen on hold. The U.S. ISM manufacturing survey for October is due later Monday and the payrolls report on Friday, with a median forecast of a 65,000 rise and unemployment holding at 4.2%. Goldman Sachs expects hyperscaler capital expenditure to almost double to $800 billion this year and rise to $1.2 trillion in 2027.
来源：GSM·美国（原文链接）
图片来源：上海陆家嘴金融区天际线（资料图）。摄影：DXR，CC BY-SA 4.0，经 Wikimedia Commons。
GSM Global · 本篇英文版 English edition of this story
